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FOVAX vs NAESX
FOVAX vs NAESX Comparison
Open Charts FOVAX vs NAESX
First Trust/Confluence Small Cap Val A
Price$31.35
Change+$0.52 (+1.69%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$123.43
Change+$1.88 (+1.55%)
VolumeN/A
CapitalizationN/A
FOVAX vs NAESX Comparison Chart
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FOVAX vs. NAESX commentary
Nov 23, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FOVAX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. FOVAX (22.3M). NAESX pays higher dividends than FOVAX: NAESX (1.31) vs FOVAX (0.00). FOVAX was incepted earlier than NAESX: FOVAX (14 years) vs NAESX (64 years). FOVAX is a more actively managed with annual turnover of: 21.00 vs. NAESX (12.00). FOVAX has a lower initial minimum investment than NAESX: FOVAX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 32.46 vs. FOVAX (16.65). NAESX return over 5 years is better than : 60.89 vs. FOVAX (-2.87).
| FOVAX | NAESX | FOVAX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 64 years | - |
| Gain YTD | 9.443 | 19.220 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3M | 151B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 16.65 | 32.46 | 51% |
| Returns for 3 years | -20.17 | 10.58 | -191% |
| Returns for 5 years | -2.87 | 60.89 | -5% |
| Returns for 10 years | 8.40 | 126.07 | 7% |
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